India is recalibrating FDI rules, semiconductor incentives and AI policy while expanding power capacity and attracting global players like Tesla, Keysight and DNP. Data center ambitions are rising amid talks with Meta and Google. However, challenges persist, including rising GPU costs and declining smartphone shipments, highlighting a complex but accelerating industrial transformation.
India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains
India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor supply chains, even as geopolitical sensitivities remain intact.
Rising GPU costs force India to reassess AI incentives and hardware policy
India is reviewing its technology incentive framework as surging graphics processing unit (GPU) prices reshape the economics of these policies, with implications for both manufacturing policy and public investment plans, according to officials and industry participants.
Adani reportedly in talks with Meta and Google to expand data center push in India
Indian conglomerate Adani Group is advancing plans to expand its data center business, holding preliminary talks with global technology firms including Meta Platforms and Google.
Tesla prepares to enter India's industrial energy storage market
Tesla is preparing to enter India's industrial energy storage market, according to a job advertisement posted on the company's careers website and reported by Reuters. The listing sought a business development lead in India to "develop and execute a comprehensive market expansion strategy for industrial energy storage solutions." It said the candidate would help shape Tesla's entry into "utility-scale energy storage." The posting did not elaborate on specific plans.
Taiwanese supply-chain implications as India doubles down on semiconductor incentives
Taiwanese semiconductor and electronics suppliers face clearer incentives and growing opportunities in India following a budgetary push that prioritizes localized supply chains and higher-value-added segments. The developments could prompt more firms to reassess investment feasibility, though large foundry players have so far remained cautious.
Taiwan-based Keysight launches local manufacturing in India, accelerating global innovation
Keysight Technologies is opening local manufacturing operations in India, a move that promises faster access to precision test equipment and greater supply-chain resilience for global customers. The expansion is set to accelerate development across semiconductors, quantum computing, aerospace, AI, and wireless sectors, while deepening collaboration with Indian research institutions and government programs.
India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036
The Government of India, through the Central Electricity Authority (CEA), has released the National Generation Adequacy Plan (2026-27 to 2035-36), detailing a comprehensive roadmap to ensure a reliable and sustainable power supply for the next decade. The plan addresses the projected peak electricity demand of 459 GW and an annual energy requirement of 3,365 billion units (BU) by 2035-36.
DNP to open R&D base in Telangana, India, to advance mobility and medical healthcare research
Dai Nippon Printing (DNP)'s decision to open a research and development base in Telangana in April 2026 could accelerate collaborative innovation between the Japanese industry and Indian academia, with potential impacts on electric vehicle charging and pharmaceutical ingredient production for global markets.
OnePlus India CEO Robin Liu steps down amid shipment decline
OnePlus said its India chief executive Robin Liu will step down effective March 31, as the company faces declining shipments and ongoing restructuring within its parent group.
Article edited by Joseph Chen
